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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $15,716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,330 | $33,745-66.4% | $64,105-82.3% | $55,191-79.5% |
| Participation rate | 55.5% | 59.4%-3.9pp | 68.2%-12.7pp | 69.2%-13.7pp |
| Annual return | -0.96% | 4.95%-5.9pp | 791.24%-792.2pp | 10.78%-11.7pp |
| Employer contribution / active EE | $517 | $641-19.4% | $1,820-71.6% | $1,899-72.8% |
| Participant deferral / active EE | $864 | $1,929-55.2% | $2,822-69.4% | $3,046-71.6% |
| Admin fee / account holder | $79 | $94-15.9% | $4,499-98.2% | $91-12.6% |